Category Archives: Quick Quill

Making the Case for Consumer Discretionary Bears

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Volatility Remains Cheap

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Beneath the ISM Headline Lies Evidence Bolstering the Case for Higher Rate Cut Probabilities

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WARN Notices at September 2009 High Complicate the Fed’s Imagined Inflation

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Chicago PMI Could Bounce While ASA’s Temp Bump Could Bolster Powell’s Holiday Threat

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Homebuilders Not Getting Love from Fed Policy Guidance

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Consumer and CEOs Inform the Fed That It’s Far from Done Cutting Rates

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Caution from Germany and Texas Support an Easier Fed

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Financial Insecurity is Threatening to Boil Over into the Real Economy

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Taking the Under on Rent and Hotel Rate Risks

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